Unclaimed Profile

Amy S. Croen

GENEVA CAPITAL MANAGEMENT LLC·MILWAUKEE, Wisconsin

Clean record29 years registeredGENEVA CAPITAL MANAGEMENT LLC

100 E WISCONSIN AVENUE, SUITE 2550, MILWAUKEE, WI 53202CRD# 4339839Firm CRD# 105432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy S. Croen · MILWAUKEE, WI

Registration

CRD #4339839 · GENEVA CAPITAL MANAGEMENT LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GENEVA CAPITAL MANAGEMENT LLC

GENEVA CAPITAL MANAGEMENT LLC

Jul 1997 – Feb 2019

MILWAUKEE, WI

Registrations & Exams

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENEVA CAPITAL MANAGEMENT LLC

CRD 105432 · SEC 801-28444

AUM

$5.8B

Regulatory assets under management

Employees

3,835 client accounts

Services offered by GENEVA CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at GENEVA CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Amy S. Croen offer?

Amy S. Croen specializes in Investment Management, Retirement Planning, Wealth Management.

What are Amy S. Croen's credentials?

Amy S. Croen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy S. Croen located?

Amy S. Croen is based in MILWAUKEE, Wisconsin, last registered with GENEVA CAPITAL MANAGEMENT LLC.

How does Amy S. Croen charge for services?

Amy S. Croen's firm is compensated through percentage of aum, other: model portfolio fees based on underlying assets.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENEVA CAPITAL MANAGEMENT LLC?

GENEVA CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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